What this article helps with: Understanding what Hona saves to your Assembly Neos cases and intakes, and where to find it.
Who this is for: Firm admins and staff at firms that use Neos with Hona.
Text messages. Each text with a client, including texts from Lia, is saved as a note on the Neos case. When someone on your team sends the text, the note is posted under their Neos staff profile, matched by email. If Hona cannot match the sender, it uses the staff member who most recently texted on the case.
Note topic. Hona notes use the Neos note topic Posted Message. Your Hona account manager can switch your firm to Hona Message, Hona or Text Message.
Files. A file sent in a text is uploaded as a document on the Neos case and attached to that text's note. Completed e-signature documents also upload as documents. If an upload fails, the note says "File failed to upload to Neos. Please view the file in Hona."
Notifications and forms. Phase updates, form requests, e-signature requests and review requests are logged as notes. Form answers you map update fields on the case.
Your team. Staff assigned to the case in Neos come into Hona as the client's team, with their Neos staff roles. The primary assignment becomes the primary team member.
Unopened intakes. Your firm can choose to keep cases without a Date Opened out of Hona. Ask your Hona account manager.
Neos Intake. A separate Neos Intake connection brings intakes created in Neos since your go-live date into Hona and logs messages, notes and documents back on the intake. Send your Neos Company ID to your Hona account manager to connect it.
Related articles: Neos Integration Setup, Neos Mapping, Multiple Contacts - NEOS.